pmg Generation Fund

Making commercial property investment accessible for more New Zealanders, with a lower minimum investment requirement.

pmg Generation Fund
5.80* cpu
$52.9m

Total portfolio

value

100%

Portfolio

occupancy

43%

LVR -

Conservative

debt to value

ratio

3

Properties,

diversified mix

5

Tenants,

diversified mix

4.1yrs

Weighted
Average Lease
Term (WALT)
on completion

*Targeted gross cash distribution for the financial year ending 31 March 2021, 5.80 cents per unit at the issue price of $1.00 per unit equates to a 5.80% gross distribution yield. The cash return is indicative only and is net of expenses and fees, but pre-tax. Prospective investors are recommended to seek professional advice from an Authorised Financial Adviser who takes into account their personal circumstances. The PMG business development and sales team do not provide personalised advice; however, they will make available adviser disclosure statements and product disclosure statements on request and free of charge. No person may offer, invite any offers or distribute any documents (including a Product Disclosure Statement) to any person outside New Zealand without the approval of PMG.

About

PMG Generation Fund is a robust, diversified commercial property fund holding high quality, newer commercial properties which are located in main metropolitan centres across New Zealand and are home to national and multi-national tenants such as Coca Cola Amatil, Euro Steel and Torpedo7.

The properties held by PMG Generation Fund have excellent occupancy levels and lease terms. The Fund also makes it easier for investors of many generations to invest, with a 24-hour fully digitised application, onboarding and investment tracking online portal, and a reduced minimum investment amount.

The Fund provides investors with a monthly cash distribution and future features of the Fund will include the ability for investors to reinvest their monthly cash distributions to achieve the benefits of compounding interest and the ability to invest small amounts often.

The intention (subject to regulatory approval) for the Fund is to also invest in other unlisted property funds and listed property vehicles, ultimately providing greater diversification (spread of risk) and providing improved liquidity, i.e. investors will have more flexibility to buy and sell units if desired.

Fund Strategy

PMG Generation Fund’s strategy is to invest and grow a portfolio of strategically selected direct and indirect commercial property assets (with financially resilient tenants) that provide tenant, geographic and asset class diversification across New Zealand, alongside delivering investors a regular and reliable income return and growth in value over time.

Fund Goal

To provide ease of access to commercial property investment for more New Zealanders so they too can enjoy the benefits of regular and reliable income over time, and provide improved liquidity via diversification of assets and investors.

Property portfolio

Meet your investment relationships team

With a range of investment funds to suit New Zealanders of all ages and stages, it's easier than you may think to invest. Give one of our knowledgeable PMG Investor Relationships Managers a call for a no-obligation chat, or visit our FAQ page.

Matt McHardy
Matt McHardy

Head of Investor Relationships – Central and Lower North Island

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Jordan Forrest
Jordan Forrest

Investor Relationships Manager – South Island

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Rory Diver
Rory Diver

Investor Relationships Manager – Waikato, Auckland and Northland

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Lorena Zanesco
Lorena Zanesco

Investor Relationships Associate - Tauranga

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Melanie Lowe
Melanie Lowe

Investor Relationships Support - Tauranga

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4 steps to investing with pmg

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1. Reach out

Register your contact details with PMG via phone or email. Alternatively, make an initial enquiry via our contact form and we’ll have someone from our Investment Relationships Team meet you.

Please watch PMG’s history video, and learn more about our approach along with the five funds within the company. We encourage you to speak with a friend or family member who knows us, and we also recommend you chat with a financial adviser for specific advice to suit your unique situation.

Look through our current offers to find the right PMG fund to suit you. After downloading, carefully review the associated Product Disclosure Statement(s) for the offer(s) you’re interested in. Investing is straightforward – either apply online using our secure and confidential portal, via the printable form on each fund page, or reach out to your local PMG office to fill out the relevant paperwork.

Our lines of communication are always open. If you have any questions, reach out to your local Investor Relationships Manager. Whether it’s a general catch up or discussion around the latest developments with your investment, we’re here to help.